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Baseless

Luckily (or rather unfortunately), there’s never a shortage of invisible hands to keep arsenals busy and budgets bleeding.

Ahaha, that’s nothing — Porsche would look like a thrift store next to what defense contractors casually charge. This whole project would be a capital paradise for them.

Fear and uncertainty should suffice

Not surprising at all. There’s big and easy money to be won — no way Porsche SE is going to pass up this opportunity of a lifetime! Porsche SE et al always home in on wherever money flows. With €150 billion for European rearmament and Germany’s €1 trillion earmarked for military upgrades...

With shifting winds, they’d be wise to review their plans. Between China’s slowdown, the US (once again their primary market) cutting green initiatives, and the promise of a free-for-all market, an ICE Macan — even if it feels like a step backwards — might not be such an illogical move. Guys...

Thanks for bringing some figures and context to the table.

I agree. Comparing last month’s sales — or even sales over the past three months — against the inventory size would give a clearer picture. That said, any inventory build-up could just as easily reflect broader market dynamics, like the slowing EV sales or economic uncertainty, rather than...

How is that even possible? Even a $20k increase for a Turbo shouldn’t lead to an extra $1,200 per month in lease payments. What kind of math are these guys running?

Hmmm, so that’s approximately 0.0006% and 0.0018% of new and old models, respectively, in a market with an estimated 49 mln passenger vehicles. So, the “message from the general public to Porsche” is kind of a moot point. A more likely reason you might be skipping over is that buyers in the...

I get your sentiment. Allay and relativize those fears. You’re clearly passionate about Porsche, and it’s not going anywhere anytime soon. But a 360° complaint siege isn’t the best way to show your love and worry for the brand.

Why does it bother you IF VAG or any other brand falls behind?

That’s not an entirely fair comparison — the Temerario is Lamborghini’s entry into their universe, while the track-focused 911 GT3 RS is Porsche’s top-tier trim. Cannibalization within the VAG isn’t a major concern, as these brands appeal to different demographics with different entry price...

That’s always been Porsche’s strategy — restrict supply to boost demand and maintain exclusivity. The law of exclusivity demands them to steadily raise prices, in lockstep with economic growth and inflation.

I don’t see much similarity beyond countries with differing values and strong will. However, countries like Türkiye, Hungary, Brazil, South Africa, Indonesia, Pakistan, Venezuela, Argentina, Cuba, Bangladesh, Saudi Arabia, India, even Mexico* and many others, depending on the sensitivity of the...

Let’s agree that every entity collects as much data as they can, and all that data is at risk of being misused. That the Chinese government has easy or direct access to this data should not be a material concern for most. These kinds of policies are pretty standard for “listed” high-risk...

Your posts about Chinese manufacturers seem overly simplistic and frantic. Remember, the biggest “danger” isn’t always external forces or competitors. The real threats often come from closer to home — like one’s own government, institutions, and or beloved companies/brands. It’s usually not...

What next car brand or model are you contemplating to replace your Taycan?

These types of articles remind me of Harvard Business Review case studies — oversimplified and full of cherry-picking.